When I started my financial services career over 10 years ago, I followed the guidance that was given to me. Using the same language the boys used, I set dates instead of business meetings, was confused for a Corporate Recruiter instead of a Financial Professional and generally had a hard feeling comfortable using terms like "offensive" & "defensive" when referring to financial planning. 

I didn’t get the opportunity to learn financial concepts and strategies in a way that made sense to me. The sports analogies went right over my head, the aggressive sales language didn’t feel authentic and I stood out like a sore thumb during all office events and conferences (often being mistaken for someone’s secretary).

Over time, the industry has become more diverse and inclusive, but there’s still a very long way to go. My clients have historically been those who didn’t grow up with family money or a family Financial Advisor, many have felt intimidated by the financial industry, but push through because they deserve excellent financial advice and are committed to building wealth. I wanted to create space for them.

When it came time to brand my business, I decided on HerPlanning. It was a nod to the times I’d been referred to as “the Girl Planner”. It represented a space where women (and the men who love them), could feel comfortable asking questions, could feel confident their concerns would be heard, could build competence around financial terms & strategies, build confidence around financial decision making and above all else, they would not be shamed.

Over time, our model has changed a lot, my commitment to clients has stayed the same. Empowering the Unapologetic Pursuit of your Goals through Financial Planning is what I love.

Welcome to HerPlanning. I hope you love it here!